Cedar Hill Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $4.17M | Sell |
42,693
-18,260
| -30% | -$1.78M | 1.6% | 19 |
|
2018
Q3 | $6.88M | Sell |
60,953
-9,699
| -14% | -$1.09M | 1.55% | 24 |
|
2018
Q2 | $7.36M | Sell |
70,652
-7,520
| -10% | -$784K | 1.53% | 24 |
|
2018
Q1 | $8.6M | Sell |
78,172
-1,554
| -2% | -$171K | 1.71% | 21 |
|
2017
Q4 | $8.53M | Sell |
79,726
-3,902
| -5% | -$417K | 1.48% | 25 |
|
2017
Q3 | $7.99M | Buy |
83,628
+1,076
| +1% | +$103K | 1.38% | 31 |
|
2017
Q2 | $7.55M | Sell |
82,552
-3,870
| -4% | -$354K | 1.57% | 30 |
|
2017
Q1 | $7.59M | Sell |
86,422
-28,929
| -25% | -$2.54M | 1.58% | 32 |
|
2016
Q4 | $9.95M | Sell |
115,351
-109,917
| -49% | -$9.49M | 1.67% | 32 |
|
2016
Q3 | $15M | Sell |
225,268
-4,612
| -2% | -$307K | 2.45% | 19 |
|
2016
Q2 | $14.3M | Buy |
229,880
+58
| +0% | +$3.6K | 2.45% | 18 |
|
2016
Q1 | $13.6M | Buy |
229,822
+19,550
| +9% | +$1.16M | 2.36% | 20 |
|
2015
Q4 | $13.9M | Buy |
210,272
+976
| +0.5% | +$64.4K | 2.44% | 15 |
|
2015
Q3 | $12.8M | Buy |
209,296
+391
| +0.2% | +$23.8K | 2.27% | 13 |
|
2015
Q2 | $14.2M | Buy |
208,905
+272
| +0.1% | +$18.4K | 2.23% | 11 |
|
2015
Q1 | $12.6M | Buy |
208,633
+7,538
| +4% | +$457K | 2.01% | 15 |
|
2014
Q4 | $12.6M | Sell |
201,095
-5,926
| -3% | -$371K | 1.99% | 14 |
|
2014
Q3 | $12.5M | Sell |
207,021
-3,964
| -2% | -$239K | 2.02% | 14 |
|
2014
Q2 | $12.2M | Buy |
210,985
+2,617
| +1% | +$151K | 1.92% | 18 |
|
2014
Q1 | $12.7M | Sell |
208,368
-335
| -0.2% | -$20.3K | 2.12% | 13 |
|
2013
Q4 | $12.2M | Sell |
208,703
-1,008
| -0.5% | -$58.9K | 2.17% | 11 |
|
2013
Q3 | $10.8M | Sell |
209,711
-2,308
| -1% | -$119K | 2.06% | 10 |
|
2013
Q2 | $11.2M | Buy |
+212,019
| New | +$11.2M | 2.2% | 10 |
|